扬子晚报网11月7日(通讯员陈红生记者万凌云姜天圣)金秋送爽，硕果满枝。11月6日至7日，南京都市圈放心消费一体化建设暨优化消费环境三年行动推 进会在江苏省镇江市举行。此次会议聚焦协同优化消费环境、共促圈域消费升级核心主题，贯彻落实党中央、国务院关于提振消费信心、激发消费活力的 决策部署，深化"满意消费长三角"品牌建设，推进南京都市圈城市市场监管领域优化消费环境协作，为区域经济高质量发展注入民生温度与市场活力。 现场 110家直播间亮承诺，规范数字消费秩序。会议公布110家"南京都市圈放心消费承诺"直播间名单，并为承诺单位代表颁发标牌，发挥标杆带动作用。该名 单由都市圈10地市场监管局联合筛选，要求承诺单位严格落实正品保障、七天无理由退换、售后响应不超过24小时等条款，引导直播电商行业从流量竞争 转向诚信竞争，切实提升消费者线上购物信任度。 会议通过案例发布、发起倡议、活动启动等环节，将放心消费一体化从共识转化为行动，精准回应群众消费关切。 现场 会议共发布15个具有示范引领作用的"南京都市圈放心消费典型案例"，为优化消费环境提供了可复制推广的实践样本。会议现场分享的四个案例：南京市 雨花台区市场监管局"互联 ...

亿都(国际控股)(00259)涨超7%，预计中期纯利同比大增至约12亿港元。 智通财经APP获悉，港股恒生指数跌1.14%，跌302点，报26183点；恒生科技指数跌2%。港股早盘成交 1152亿港元。 光伏股延续近期上涨。多晶硅头部企业拟成立联合体收储，三季度减亏已成行业趋势。信义光能 (00968)涨6.5%；福莱特玻璃(06865)涨6.69%；协鑫科技(03800)涨2.9%。 中国中免(01880)再涨超4%，海南封关即将落地，机构称海南市场企稳迹象显现。 海伦司(09869)逆市涨超20%，公司拟在公开市场回购股份，回购上限不超总股本10%。 中船防务(00317)涨3.7%，前三季度归母净利同比增加250%，公司高价订单陆续交付释放利润。 东岳集团(00189)涨超7%，有机硅概念爆发，附属东岳硅材早盘涨停。 狮腾控股(02562)再跌超11%创新低，10月初至今已腰斩，该股近期现两宗大额转仓异动。 越疆(02432)再跌4%，拟折价一成配股净筹7.7亿港元，加码产品研发及产业链布局。 东方甄选(01797)现跌超6%，俞敏洪发文确认孙东旭离职，今年8月曾辟谣其离职传闻。 ...

Core Points - The Ministry of Commerce is launching a "Boutique Consumption Month" in 2025, focusing on premium shopping, exquisite food, exciting tourism, and fine performances to create new consumption scenarios and expand the supply of quality goods and services [1] Group 1: Boutique Shopping - Various regions are introducing a "Boutique Consumption Month: Shopping Hotspots List," which includes key shopping districts and tax refund stores as consumer destinations [4] - Shanghai is hosting a Consumption Carnival in conjunction with the China International Import Expo, while Chongqing is organizing the Chengdu-Chongqing Twin City Consumption Festival with activities like "New Trends from the Expo" and "New Shopping Scenes" [4] Group 2: Exciting Tourism - Localities are launching seasonal and themed tourism products and activities that highlight local history, culture, and natural ecology [8] - Tianjin is promoting popular autumn sightseeing routes through its "Tianjin Autumn Appointment" series [8] Group 3: Exquisite Food - Regions are showcasing local must-try delicacies and recommending restaurants and food streets [9] - Guangzhou is hosting an International Food Festival in conjunction with the 15th National Games, inviting global guests to taste international cuisines [9] Group 4: Fine Performances - The Ministry of Commerce is organizing a "Boutique Consumption Month Fine Performance List," featuring high-quality cultural performances, major sports events, and premium cultural exhibitions [10] - Beijing is launching the "Great Drama in Beijing" 2025 performance season, introducing a series of premiere shows [10]

Core Points - The Ministry of Commerce launched the "Buy in China · 2025 Boutique Consumption Month" from November 1 to 30, focusing on four key areas: boutique shopping, exquisite food, exciting tourism, and exquisite performances [1][3] Group 1: Event Overview - The launch ceremony took place in Shanghai, co-hosted by the Ministry of Commerce and several municipal governments, highlighting the collaborative effort to boost consumption [3] - The event aims to leverage the influence of the China International Import Expo (CIIE) and integrate it with the "Double 11" shopping festival to enhance consumer engagement [3] Group 2: Key Activities - "New Trends from CIIE" series will feature the launch of new products from brands like L'Oréal and IKEA, with a focus on creating a vibrant shopping atmosphere in key commercial districts [4] - "Boutique Shopping New Scene" includes the establishment of a tax refund point at the CIIE venue and promotional activities across over 1,600 tax refund stores [5] - "Global Cuisine New Flavors" will promote popular dishes from local restaurants, creating a seamless connection between online and offline dining experiences [6][7] Group 3: E-commerce and Supply Chain - "Cloud Products and Sea Purchases" will focus on e-commerce activities, featuring products from over 30 countries and offering exclusive online promotions [8] - The event will also include a live streaming month, engaging various e-commerce platforms to promote local brands and products [8] Group 4: Tourism and Experience - "Leisure and Travel New Experiences" will introduce special offers for tourists during the CIIE, including free rides on designated buses for attendees [9] - The initiative aims to enhance the overall experience of visitors through themed activities and partnerships with local attractions [9] Group 5: Consumer Insights - The collaboration with Gaode to launch the "Love Shopping Shanghai" consumption list aims to capture the latest consumer trends across five core dimensions: new trends, new scenes, new flavors, new supplies, and new experiences [10]

Core Insights - The "Hundred Counties Thousand Bowls" initiative is actively promoted in Hangzhou, showcasing local culinary diversity and enhancing the tourism experience [1][3][4] Group 1: Event Overview - The "Hundred Counties Thousand Bowls" culinary promotion event took place on November 5, 2025, at the Baosheng Water Park Hotel in Hangzhou, featuring 15 local hotels presenting new dishes [1] - The event aims to bring local flavors directly to tourists, creating memorable culinary experiences [1] Group 2: Culinary Highlights - Various dishes from different districts of Hangzhou were showcased, including unique combinations and traditional recipes that tell the stories of their origins [2] - Notable dishes included the Jian De Tofu Bun and the Qian Wang Banquet, which are highlighted for their cultural significance and flavor [2] Group 3: Tourism and Culinary Integration - The event emphasizes the importance of food in tourism, positioning it as a key driver of consumer engagement and experience [3] - Hangzhou has established a comprehensive food network, with 163 provincial-level food experience stores and various culinary initiatives to enhance the local food culture [3] Group 4: Cultural and Heritage Promotion - The initiative also focuses on exploring Southern Song Dynasty culinary culture and integrating traditional skills with tourism development, aiming to revitalize traditional cuisine [4]

11月6日，"优享暖冬 乐游顺德"文旅促消费季系列活动正式发布。记者从发布会上获悉，本次消费季贯 穿2025年11月至2026年3月，以聚人气、促消费为核心，整合政企资源推出四大文旅板块、四项消费惠 民补贴及68宗主理人空间招商推介等，全方位激活顺德文旅消费活力。 惠民消费券精准发力 为让市民游客享受实实在在的优惠，本次消费季整合推出政府与企业两类消费券，覆盖购车、家电、餐 饮、黄金珠宝等多个消费场景。其中，政府消费券将于11月7 日率先在银联"云闪付"平台启动投放，分 批投放、先到先得。 具体来看，一是"佛山优品购"顺德消费券。为政府消费券。将按省市统一标准，围绕"18456"体系进行 优惠： "1"是购车补贴 ，分两档补贴，8万元（含）至15万元（不含）每辆补4000元，15万元（含）以上每辆 补5000元。消费者领券后，在顺德参与活动的车商中购买并完成上牌后，即可在线申请补贴。 "8"是家电补贴 ，包括电视机、冰箱、空调、电脑、洗衣机、扫地机器人、家用灶具、热水器。 "4"是佛山特色优品补贴 ，结合本地消费需求及产业优势，将智能卫浴、家具、咖啡机、微波炉纳入补 贴范围。 "5"是电子产品补贴 ，包括手机 ...

Core Viewpoint - The Ministry of Commerce is launching a "Boutique Consumption Month" in five international consumer center cities and over 100 key cities nationwide, focusing on enhancing consumer experiences and expanding the supply of quality goods and services by 2025 [1] Group 1: Boutique Shopping - Various regions are introducing a "Boutique Consumption Month: Shopping Hotspots List," which includes key shopping districts and tax refund stores for outbound tourists [1] - Shanghai is hosting a Consumption Carnival in conjunction with the China International Import Expo, while Chongqing is organizing the Chengdu-Chongqing Twin City Consumption Festival with activities like "New Trends from the Expo" and "New Scenes for Quality Purchases" [1] Group 2: Exquisite Cuisine - Local specialties and recommended dining establishments are being promoted across different regions [1] - Guangzhou is hosting an International Food Festival in conjunction with the 15th National Games, inviting global guests to experience diverse culinary offerings [1] Group 3: Exciting Tourism - Regions are launching seasonal and culturally themed tourism products and activities that highlight local history, customs, and natural ecology [1] - Tianjin is connecting popular autumn sightseeing spots with a series of themed routes called "Tianjin Autumn Appointment" [1] Group 4: Fine Performances - A "Boutique Consumption Month: Fine Performance List" is being organized, featuring high-quality cultural performances, major sports events, and premium cultural exhibitions [1] - Beijing is conducting the "Great Drama in Beijing" 2025 performance season, showcasing a variety of premiere productions [1]

Core Viewpoint - The company, Helen's (09869), has seen its stock price increase by over 12%, currently trading at 1.09 HKD, with a trading volume of 2.0072 million HKD, following the announcement of a share buyback plan [1] Group 1: Share Buyback Announcement - The shareholders approved a general and unconditional authorization for the board to repurchase up to 10% of the total issued shares as of the annual general meeting date, which amounts to a maximum of 127 million shares [1] - The board has decided to exercise the buyback authorization on November 6, 2025, intending to repurchase shares in the open market using existing internal financial resources [1] - The company believes that the current trading price does not adequately reflect its intrinsic value, and the share buyback demonstrates confidence in its growth prospects and financial condition, aiming to enhance net asset value and earnings return per share, which aligns with the best interests of the company and its shareholders [1]

Group 1 - The core viewpoint of the article highlights that despite a fashion show showcasing its brand, Biyinlefen is experiencing a decline in profits, with a 27.4% drop in net profit for Q3 compared to the previous year [1] - In Q3, Biyinlefen's revenue increased by 3.2% year-on-year to 1.1 billion yuan, while net profit fell to 210 million yuan [1] - For the first three quarters, the company's revenue grew by 6.7% to 3.2 billion yuan, but net profit decreased by 18.7% to 620 million yuan [1] - The increase in sales expenses by 27.8% is attributed to investments in brand rejuvenation, new brand launches, and e-commerce initiatives [1] - Biyinlefen has acquired two international brands, CERRUTI1881 and KENT&CURWEN, which are currently in the investment phase, leading to projected losses for the operating subsidiary [1] - The inventory turnover period increased by 55 days, likely due to new brand incubation and early preparations for e-commerce peak seasons [1] Group 2 - A founder of a leading men's clothing brand noted that domestic high-end brands are gaining opportunities as overseas luxury goods lose their allure, although growth is becoming increasingly challenging [2] - Biyinlefen's willingness to increase market investment indicates the company's optimism about future prospects [2]

Core Viewpoint - 大家乐集团预计其未来六个月的经调整EBITDA将下降约30%，并发出盈警 [1] Financial Performance - 截至2025年9月30日止六个月，预计经调整EBITDA将较截至2024年9月30日止六个月的3.438亿港元下降 [1] - 股东应占溢利预计将下降介于65%至70%，去年同期为1.44亿港元 [1] Revenue and Profitability - 预计回顾期的收入将出现中单位数的跌幅，导致集团毛利下跌 [1] - 回顾期内，集团还将面临投资物业的公平值亏损 [1]